Roderick Hendry
Roderick Hendry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palm Desert, CA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
74-710 Highway 111, Palm Desert, CA, 92260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roderick is a board and committee member for the California State University San Bernardino Philanthropic Foundation, dedicating minimal time. He also serves as Treasurer and Board Member for the Desert Symphony, spending minimal time, and is the President of Hendry Integrated Wealth Strategies, dedicating about half his time to providing investment services, products, and advice.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations23 states
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